Nov 7: 5 Strong Themes — Agriculture, Beauty & Cosmetics

November 7, 2023 · #Agriculture #Beauty & Cosmetics #Pharma #HBM (High Bandwidth Memory) #ChatGPT & AI Chatbots

5 strong themes — 3 running · 2 recurred. Top: Agriculture +13.5%.

Strong themes5 Top change+13.5% LeaderKyungnong

Average change by strong theme

Average change of member stocks, by theme · descending
Agriculture
+13.5%
Beauty & Cosmetics
+9.0%
Pharma
+8.5%
HBM (High Bandwidth Memory)
+4.0%
ChatGPT & AI Chatbots
+2.0%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
AgricultureKyungnong+29.94%
Beauty & CosmeticsKukje Pharma+9.77%
PharmaKyung Nam Pharm+29.78%
HBM (High Bandwidth Memory)HANMI Semiconductor+7.01%
ChatGPT & AI ChatbotsKonan Technology Incorporation+5.15%

Agriculture led the Nov 7 session with an average change of 13.46%, all 8 stocks rising. Kyungnong gained 29.94% as headlines cited bed bug fears.

Beauty & Cosmetics and Pharma extended their runs to a second day, averaging 9.04% and 8.49%. Every stock in both themes rose.

In Pharma, Kyung Nam Pharm led with a 29.78% gain. One headline cited the short-selling ban as a lift for pharma and bio stocks.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Agriculture2 days running+13.5%8/8Kyungnong
2Beauty & Cosmetics2 days running+9.0%10/10Kukje Pharma
3Pharma2 days running+8.5%10/10Kyung Nam Pharm
4HBM (High Bandwidth Memory)recurred after 5 days+4.0%7/7HANMI Semiconductor
5ChatGPT & AI Chatbotsrecurred after 4 days+2.0%7/7Konan Technology Incorporation

Theme by Theme

1. Agriculture (2 days running)

StockChangeCloseLeader
Kyungnong 002100+29.9%12,500★
Enbio 352940+29.8%5,100
WooGeneB&G 018620+19.7%6,135
Nousbo 332290+12.1%1,950
Chobi 001550+8.7%13,810
Asia Seed 154030+3.6%3,145
Dongbang Agro 007590+2.9%6,390
Asia Technology 050860+1.1%2,405

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2. Beauty & Cosmetics (2 days running)

StockChangeCloseLeader
Cosmecca Korea 241710+15.1%38,200
Englewood Lab 950140+11.3%14,800
Dongsung Pharmaceutical 002210+10.7%3,670
Kukje Pharma 002720+9.8%5,170★
CLIO Cosmetics 237880+9.5%29,300
DongKoo Bio & Pharma 006620+7.9%5,600
Silicon 2 257720+7.3%8,470
Coreana Cosmetics 027050+7.2%3,480
NextEye 137940+5.9%7,150
Cosmax 192820+5.6%137,400

3. Pharma (2 days running)

StockChangeCloseLeader
Kyung Nam Pharm 053950+29.8%7,300★
Dongsung Pharmaceutical 002210+10.7%3,670
Kukje Pharma 002720+9.8%5,170
Sinsin Pharmaceutical 002800+8.0%6,720
DongKoo Bio & Pharma 006620+7.9%5,600
Bcworldpharm 200780+5.0%5,638
Korea Pharma 032300+3.9%18,710
Myungmoon Pharm 017180+3.6%2,300
Daehan Nupharm 054670+3.2%8,930
SK biopharmaceuticals 326030+3.0%85,700

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4. HBM (High Bandwidth Memory) (recurred after 5 days)

StockChangeCloseLeader
Systems Technology 039440+9.3%35,250
HANMI Semiconductor 042700+7.0%62,600★
Dit 110990+4.2%20,950
Zeus 079370+3.0%13,266
Kctech 281820+1.9%21,000
PSK Holdings 031980+1.9%33,100
Laserssel 412350+0.9%10,299

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5. ChatGPT & AI Chatbots (recurred after 4 days)

StockChangeCloseLeader
Konan Technology Incorporation 402030+5.2%35,921★
Isupetasys 007660+3.7%26,014
Uangel 072130+1.5%3,485
Maum.ai 377480+1.2%29,350
Samsung SDS 018260+1.1%137,200
Saltlux 304100+0.7%28,100
Global Tax Free 204620+0.5%4,826

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Closing Thoughts

HBM (High Bandwidth Memory) returned after a 5-day gap, averaging 4.03%. Leader HANMI Semiconductor rose 7.01%, while Systems Technology gained 9.3%.

ChatGPT & AI Chatbots also reappeared with a 1.98% average, led by Konan Technology Incorporation at 5.15%. Whether the three two-day streaks extend is the next test.